Land
Millrose Q3 Outperforms On Tech, Discipline & Land‑Light Strategy
As many builders pull back, Millrose Properties leverages data‑driven underwriting and select partnerships to bank growth despite a softening market.
Land
Bidders Thin Out On The Land Acquisition Front: Time To Pounce
As builders begin to curb once ravenous appetites for lots, counter-cyclical players step up their land purchases to buffer builders' risk exposure.
Together with
Builder Advisor Group
Land
Brookfield, Toll JV A Long-Game Play As Most Fret Near-Term Risk
A $43 million jewel of a 214-acre site just outside land-constrained Seattle, due for timed-release land basis with exceptional margins beginning in Spring 2024, spurred two power players to team up and pounce.
Together with
Builder Advisor Group
Land
Manifest Destiny 2.0 Puts Tech To Work As People Seek Better Lives
New geography's new rules circle back to the bedrock rule for all time – one that matches up livelihood and home in as many synchronous ways as can be achieved. People gravitate to where home, work, and means balance best.
Land
Locals Got Hammered In '20 to '22 Housing Boom ... How About Now?
Hometowners often got priced-out as transplant refugees anted up ever higher prices for active for-sale inventory during the rush. Maybe some of that standing spec inventory can now price-in people who helped make those hot markets hot.
Policy
Volatility Is The New Normal In Homebuilding And Development
Beyond a bumpy, choppy, spotty near-term, turbulence seems more and more likely over the longer haul as well.
